As the Chief Operations Officer - I take pride in providing the best client experience along with superior support to the financial advisors and the office as a whole. While handling all aspects of the client's transition to KPP-LPL platforms, I also maintain and ensure that our branch operations are running smoothly.
Education & Experience
I am a graduate of Brookstone Business College located in Charlotte North Carolina. I have 25 years of experience in the financial planning world. I have worked for H&R Block Financial Advisors, Raymond James, and now my home here at Kentucky Planning Partners.
Personal
I have received awards and recognition for perfect attendance, compliance, and most valuable player and most recently received the KPP Lifetime Appreciation Award 2023. I love spending time with my family and friends, being outside working in the yard, and playing golf.